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TVRRX Thornburg Small/Mid Cap Core R5 Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation by investing in equity and debt securities of all types; current income is the secondary consideration. Under normal conditions, the fund invests at least 80% of its net assets in small- and mid-capitalization companies. The Advisor expects to invest primarily in domestic common stocks. However, the fund may own foreign common stocks which, in the opinion of the fund’s investment advisor, Thornburg Investment Management, Inc. (“Thornburg”), offer prospects for meeting the fund’s investment goals.

Market Cap

The average market capitalization across the Thornburg Small/Mid Cap Core R5 MF is 15.47B. The market cap for tickers in the group ranges from 5.73B to 30.71B. VRT holds the highest valuation in this group at 30.71B. The lowest valued company is CWST at 5.73B.

Volume

The average weekly volume growth across all stocks in the Thornburg Small/Mid Cap Core R5 MF was 331%. For the same stocks of the MF, the average monthly volume growth was 663% and the average quarterly volume growth was 557%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 83
P/E Growth Rating: 29
Price Growth Rating: 47
SMR Rating: 48
Profit Risk Rating: 16
Seasonality Score: 53 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Thornburg Investment Trust2300 North Ridgetop RoadSanta Fe
Phone
5059840200
Web
www.thornburg.com
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TVRRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TVRRX has been closely correlated with FSMDX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if TVRRX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TVRRX
1D Price
Change %
TVRRX100%
+1.36%
FSMDX - TVRRX
93%
Closely correlated
+0.50%
VSEMX - TVRRX
89%
Closely correlated
+1.07%
FSMAX - TVRRX
89%
Closely correlated
+1.07%
VMCIX - TVRRX
88%
Closely correlated
+0.13%
VIMAX - TVRRX
88%
Closely correlated
+0.12%
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